True Link Financial Advisors’s Merck MRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,830
| Closed | -$227K | – | 71 |
|
|
2024
Q2 | $227K | Buy |
+1,830
| New | +$227K | 0.02% | 59 |
|
|
2023
Q4 | – | Sell |
-3,352
| Closed | -$345K | – | 93 |
|
|
2023
Q3 | $345K | Buy |
3,352
+302
| +10% | +$31.1K | 0.04% | 85 |
|
|
2023
Q2 | $352K | Hold |
3,050
| – | – | 0.04% | 91 |
|
|
2023
Q1 | $324K | Hold |
3,050
| – | – | 0.04% | 98 |
|
|
2022
Q4 | $338K | Hold |
3,050
| – | – | 0.05% | 92 |
|
|
2022
Q3 | $263K | Buy |
+3,050
| New | +$263K | 0.04% | 118 |
|
|
2022
Q1 | – | Sell |
-1,150
| Closed | -$88K | – | 221 |
|
|
2021
Q4 | $88K | Sell |
1,150
-182
| -14% | -$13.9K | 0.01% | 406 |
|
|
2021
Q3 | $100K | Sell |
1,332
-200
| -13% | -$15K | 0.01% | 383 |
|
|
2021
Q2 | $119K | Buy |
1,532
+117
| +8% | +$9.09K | 0.02% | 278 |
|
|
2021
Q1 | $104K | Buy |
1,415
+210
| +17% | +$15.4K | 0.02% | 381 |
|
|
2020
Q4 | $94K | Buy |
+1,205
| New | +$94K | 0.01% | 444 |
|